Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PORYX (OAK RIDGE MULTI STRATEGY FUND CLASS I) | 8.17% | 19.05% | 15.32% | 1.53% | 7.68% | 8.53% | 6.63% | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PORYX (OAK RIDGE MULTI STRATEGY FUND CLASS I) | 08/09/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 19.05 | 15.32 | 1.53 | 7.68 | 8.53 | 6.63 | … | … | 8.17 | 12.52 | 12.42 | 18.32 | -35.47 | 14.90 | 17.94 | 26.55 | -9.29 | 26.36 | 0.39 | 4.10 | 9.18 | 33.31 | 11.96 | -1.30 | 8.45 | 33.98 | -38.22 | 7.95 | 3.07 | 7.87 | 13.93 |
| Sharpe Ratio | NA | 1.67 | 1.11 | -0.06 | 0.33 | NA | NA | … | … | 1.52 | 0.74 | 0.88 | 1.32 | -1.14 | 1.00 | 0.57 | 2.00 | -0.65 | 3.47 | 0.01 | 0.26 | 0.75 | 3.00 | 0.87 | -0.06 | 0.49 | 1.47 | -1.05 | 0.32 | -0.03 | 0.55 | 3.72 |
| Standard Deviation(%) | NA | 10.06 | 11.33 | 18.07 | 18.06 | NA | NA | … | … | 11.54 | 13.04 | 10.02 | 11.23 | 32.59 | 14.90 | 31.00 | 12.55 | 16.45 | 7.44 | 13.81 | 15.77 | 12.27 | 11.09 | 13.75 | 23.42 | 16.94 | 23.10 | 37.24 | 15.12 | 11.55 | 10.20 | 9.98 |
| Draw Down(%) | NA | 7.31 | 13.65 | 40.23 | 40.23 | NA | NA | … | … | 7.31 | 13.25 | 5.17 | 10.22 | 36.38 | 7.83 | 32.16 | 6.84 | 22.40 | 3.61 | 11.82 | 10.33 | 7.47 | 5.12 | 10.39 | 19.32 | 15.15 | 18.68 | 46.76 | 8.70 | 11.84 | 7.54 | 4.73 |
| Yield(%) | 0.00 | 10.59 | 5.69 | 3.86 | 7.12 | 7.72 | 6.06 | … | … | 0.00 | 10.86 | 2.24 | 1.47 | 8.19 | 0.00 | 0.00 | 7.53 | 31.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.33 | 0.53 | 7.54 | 0.69 | 2.77 | 0.34 |
Data as of 06/04/2026, Common starting date is 08/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORYX (OAK RIDGE MULTI STRATEGY FUND CLASS I) |
-15.40%
Feb 2006 – Feb 2009 |
-2.75%
Aug 2005 – Aug 2010 |
4.45%
Feb 2006 – Feb 2016 |
4.42%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PORYX (OAK RIDGE MULTI STRATEGY FUND CLASS I) |
21.68%
Feb 2009 – Feb 2012 |
19.26%
Feb 2009 – Feb 2014 |
13.68%
Sep 2011 – Sep 2021 |
10.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart